Do I have to switch to QuickBooks Online?
Only if I'm doing your bookkeeping. For the Foundation, Insight, and Controller tiers, yes: QuickBooks Online is what the cost structure and the dashboard are built on, and I set your subscription up through my ProAdvisor account so you get a discounted accountant rate, billed to you directly by Intuit with no markup from me. Which plan you need depends on whether you want job-level tracking, and you will have the exact number before you sign anything. If you're keeping your current bookkeeper and just adding analytics or forecasting on top, no migration is needed. I work from your existing books through read-only access or a monthly export.
Do you do my taxes?
No. I keep your books accurate and hand your CPA a clean file. If you need a CPA, I can refer you to people in Tampa Bay who do good work.
How do I actually see the dashboard?
You get a login. It opens in a browser on your phone, tablet, or desktop. There is no software to install.
What if my books are a disaster?
That is most of the files I see. The free diagnostic tells you exactly how bad it is and what it costs to fix, before you commit to anything.
Are you local?
Based in Brandon, serving Tampa Bay. Work happens remotely, which keeps your cost down and means you are not scheduling around a visit.
Do I have to sign a contract?
No long-term contract. Month to month, cancel with 30 days' notice.